Private Banking Officer

Bank of Montreal; Ottawa; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution seeks a candidate to provide exceptional service to private banking clients in Ottawa. Responsibilities include client support, preparing business proposals, and compliance with banking regulations. Candidates should have 2-3 years of experience and a post-secondary degree. The role offers a competitive salary ranging from $38,500 to $71,000 based on qualifications and experience.

Qualifications

• 2-3 years of relevant experience and a post-secondary degree preferred or equivalent experience.
• Must meet licensing and certification requirements.

Responsibilities

• Assists in preparing business proposals or presentations.
• Identifies customer needs and matches products or services.
• Provides timely accurate service and support to Private Bankers.

Skills

Business Consulting

English Language

Food Technology

ABB

Flash

Inventory

Education

Post-secondary degree in a related field

Job description

Application Deadline: 10/30/2025

Job Family Group: Wealth Sales & Service

Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients, displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss client needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

Responsibilities

• Assists in preparing new business proposals or presentations to clients / prospects.
• Identifies customer needs and matches with appropriate products or services using relationship selling techniques including making referrals to other BMO employees.
• Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Takes ownership of client inquiries / concerns / complaints ensuring timely resolution and referring as appropriate.
• Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
• Strives to exceed client service standards to maximize relationship retention and growth.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Provides timely accurate service and support to Private Bankers by completing a wide variety of credit non-credit and related activities.
• Adheres to all banking investment and lending regulations Policies and Procedures legal and ethical requirements process requirements bank guidelines and established risk guidelines.
• Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud counterfeiting money laundering or defalcation in accordance with Bank policy.
• Participates in audits and compliance reviews as assigned.
• Identifies and escalates all irregularities and discrepancies to management.
• Completes complex & diverse tasks within given rules / limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
• Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
• Working knowledge of personal (primarily) and commercial credit and non-credit products monitoring / operational processes and applications.
• Basic knowledge of the Lending Process and supporting policies.
• Basic knowledge of loan and security documentation including registration and renewal routine.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary

$38,500.00 - $71,000.00 (Salaried)

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education and qualifications for the role and may include a commission structure.

Key Skills

• Business Consulting
• English Language
• Food Technology
• ABB
• Flash
• Inventory